HOOD Stock Eyes Record Highs: Robinhood Crushes Q2 on Crypto and Global Growth
With soaring sales and rapid cryptocurrency growth driving a significant post-earnings rise in the stock, Robinhood reported an exceptional.
Quick overview
- Robinhood reported a Q2 revenue of $989 million, exceeding analyst expectations and showing a 45% year-over-year growth.
- The company's cryptocurrency trading revenue surged to $160 million, contributing to a 98% increase in trading revenue compared to last year.
- Shares of Robinhood rose significantly, climbing 350% since early April and nearing record highs of $114.
- With strong user growth and improved operational efficiency, Robinhood is transitioning into a profitable fintech leader.
With soaring sales and rapid cryptocurrency growth driving a significant post-earnings rise in the stock, Robinhood reported an exceptional second quarter.
Earnings Beat and Market Reaction
Robinhood (NASDAQ: HOOD) once again surprised Wall Street, reporting total Q2 revenue of $989 million—well above consensus—driven in part by $160 million in cryptocurrency trading revenue. The company saw 45% year-over-year revenue growth and a 105% jump in net income, sending shares up by $4 in after-hours trading.
HOOD Stock Chart Daily – The 20 SMA Pushing the Price Higher
The stock, which had dipped below $30 in early April, has now climbed an astonishing 350%, closing in on new record highs near $114, a level it briefly touched just two weeks ago.
Crypto Strength and Global Expansion
A major contributor to Robinhood’s breakout performance was its cryptocurrency segment, which delivered a 98% increase in trading revenue compared to the same period last year. The results affirm Robinhood’s aggressive pivot toward global expansion and digital asset services, which are now clearly gaining traction with users and investors alike.
Momentum and Market Positioning
Robinhood’s robust Q2 highlighted not only strong user growth and platform engagement, but also operational efficiency, with significantly improved margins. The company’s consistent ability to outperform earnings estimates while maintaining high customer acquisition rates signals its evolution from a fast-growing disruptor to a scaled and profitable fintech leader.
Robinhood (HOOD) Q2 CY2025 Earnings Summary
Revenue & Earnings
Revenue: $989 million
- Beat analyst expectations of $920.4 million
- Up 45% year-on-year, representing a 7.4% beat
GAAP EPS: $0.42
- Topped consensus estimate of $0.31
- Beat by 35.2%
Adjusted EBITDA: $549 million
- Surpassed estimates of $448.8 million
- 55.5% margin, beating by 22.3%
Margins & Cash Flow
- Operating Margin: 44.7% – Up from 27.7% YoY, highlighting strong operational leverage
- Free Cash Flow Margin: 353% – A significant jump from 68.1% in Q1, largely driven by higher net inflows and platform monetization
User Metrics & Valuation
- Funded Customers: 26.5 million – Increased by 2.3 million users year-on-year
- Market Capitalization: $91.17 billion – Reflects the company’s expanded valuation after strong quarterly execution
Conclusion: Robinhood is firing on all cylinders. With crypto revenue surging, global ambitions materializing, and investors rewarding execution with record-breaking gains, the company appears well-poised to ride the momentum into the second half of 2025.
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